FOR FINANCIAL ADVISORS
Daily content that sounds like the advisor your clients actually trust.
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Most financial advice is designed to scare you.
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The most expensive thing a small-business owner does is wait until April to think about taxes.
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The hardest financial conversation in your life isn't about your money.
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You don't need a financial advisor in your twenties.
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Retirement isn't a date. It's a portfolio of permissions.
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Crypto. Real estate syndications. Pre-IPO. Your neighbor's deal.
A financial advisor · 1 of 6
No fear-based hooks. No "hot picks." Just calm, compliant posts in your voice — for the kind of client who reads them and quietly books a meeting.
From $9 for your first week. Independent advisors and small firms. Cancel anytime.
A week of posts for financial advisors
Sample output. Seven carousels, each a real post the system wrote in that profession's voice, with the profession's own look. Seven days, seven posts, nothing repeated.
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Most financial advice is designed to scare you.
-
The most expensive thing a small-business owner does is wait until April to think about taxes.
-
The hardest financial conversation in your life isn't about your money.
-
You don't need a financial advisor in your twenties.
-
Retirement isn't a date. It's a portfolio of permissions.
-
Crypto. Real estate syndications. Pre-IPO. Your neighbor's deal.
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Boring portfolios. Boring contributions. Boring patience. Boring wins.
Most financial content is designed to scare.
Recession porn. Tax-loss-harvest panic. The same five "is your portfolio safe?" hooks. Clients who chase that content are the clients who churn at the first downturn.
Fear-based content brings you the wrong clients.
The advisor who quietly compounds wealth for thirty years doesn't do it by sounding scared. But the algorithm rewards scared. So most advisors stop posting.
Boring portfolios. Boring contributions. Boring wins.
We learn your investment philosophy, your typical client profile, your firm's compliance constraints. Then we write a post a day, calmly, in your voice.
- Written in your voice.
- We learn the words you use and the words you would never let cross your feed.
- Designed in your style.
- Every carousel and video honors your aesthetic — typography, palette, mood.
- Tuned to your audience.
- Posts are calibrated to the kind of person you actually want to attract.
- Ready to post.
- Sized for TikTok, Instagram, LinkedIn, Facebook and YouTube Shorts, with a schedule to post from.
How it works
Fifteen minutes once. Five minutes a day after that.
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A fifteen-minute call
We ask what you do, who you do it for, what you would never say, and what you wish more clients knew. You send three or four photos of your work and your space. That is the whole brief.
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A post is ready every morning
A carousel or a short video, written and designed in your voice. Most days you approve it without touching it. When a word is off, you change it and the next post learns from that.
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You post it in a minute
Every post is sized for TikTok, Instagram, YouTube Shorts, Facebook and LinkedIn. Your schedule says which one to use each day, with the caption ready to paste. Download, post, and go see your clients.
The fifteen minutes
The fifteen minutes that decide everything.
A few of the questions we will ask you:
- What's your firm structure (RIA, fee-only, hybrid)?
- What kinds of clients do you serve best (high-net-worth, pre-retirement, founders, etc.)?
- What's your investment philosophy in one sentence?
- What advice do you give that most advisors don't?
- What words/topics are off-limits per your compliance review?
- Are there specific regulations we should know about (FINRA, state, etc.)?
The time
Two hours of compliance-cautious drafting, or two more client reviews.
Advisors we work with spend about ten minutes a week reviewing posts. The compliance load drops; the consistency goes up.
About thirteen hours back every week. Roughly six hundred hours a year.
| Each week | Doing it yourself | With Claristation |
|---|---|---|
| Brainstorming post ideas | ~2 hrs/week | 0 |
| Writing captions | ~3 hrs/week | 0 |
| Designing visuals | ~4 hrs/week | 0 |
| Editing slideshows and videos | ~3 hrs/week | 0 |
| Scheduling and posting | ~2 hrs/week | ~10 min/week |
| Reviewing what we drafted | 0 | ~35 min/week |
| Total | ~14 hrs | ~45 min |
What it replaces
Daily posts usually cost a salary. Here they cost $99 a month.
What one post a day, across platforms, costs when someone else does it. Monthly, before you add your own hours.
| Who does it | Per month |
|---|---|
| In-house social media manager | $3,500 to $6,000 |
| Freelance content creator | $1,500 to $3,500 |
| Boutique social agency | $2,500 to $8,000 |
| An AI writing tool, with you still doing the work | $40 to $200, plus about 14 hours a week |
| Claristation | $99 |
Pricing
Everything included on every plan. Pick how you pay.
A finished post a day, written in your voice, plus a schedule for when to post it. Annual doubles it to two a day. No credits, no upsell.
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Weekly First week $9
$9 for your first week
1 post a day
Then $29 a week. Cancel any time.
Try a week for $9 -
Monthly Recommended
$99 a month
1 post a day
Billed monthly.
Start monthly -
Annual
$999 a year
2 posts a day
Saves $189 a year
About $83 a month, billed once a year.
Start annual
Included on every plan
- Carousels and short videos sized for TikTok, Reels, Shorts, Facebook and LinkedIn
- Written in your voice, designed in your look
- A posting schedule with captions ready to paste
- The fifteen-minute onboarding call
- Preview, edit, pause or download any post
- Change your brief any time; the next post reflects it
- Cancel any time, in one click
Need more posts a day, or several practices under one account? Email us and we will work something out.
FAQ
Questions people ask before they start
Will posts be compliance-reviewed?
Yes. You approve every post before you post it, and we never make specific investment recommendations or claim returns. Your compliance officer reviews the system before launch.
What about FINRA-regulated channels?
We follow the same rules you do. The dashboard maintains a permanent record of every post for audit purposes.
Is this just ChatGPT in a wrapper?
No. ChatGPT writes for everyone. We write for you — because we spend the first fifteen minutes learning who you are, then we tune the model with that context every time it writes. Same engine. Very different output.
Will my followers know it's AI?
They'll know it sounds like you, because it does. We don't try to fool anyone. We just produce content that's actually true to your voice, your work, and the people you serve. We're also open about AI-generated imagery, and we recommend turning on each platform's AI label when you post.
Can I edit a post before I use it?
Yes. Posts arrive in your dashboard the evening before. Change any word you like, then download it. Every edit you make teaches us your voice better.
What if I hate a post?
Reject it with one click. Tell us why with one sentence. We won't make the same mistake twice.
Which platforms are the posts made for?
TikTok, Instagram, YouTube Shorts, Facebook and LinkedIn. Short videos are vertical 9:16 with the captions burned in. You download the post, open the app, paste the caption and post it. It takes about a minute. Your schedule tells you which post to use on which day. You post from your own accounts, so we never need your logins.
How long is the onboarding really?
Fifteen minutes for the conversation. Another five to drop in three or four reference photos. That's it. You can do it on your phone, in the car, between clients.
I'm in a profession that isn't listed. Will this work?
Almost certainly yes. The system is designed around solo professionals and small businesses — not any specific industry. If we can listen to what you do, we can write about it.
What if my business changes — new specialty, new offer?
Update your brief in 30 seconds. The next post reflects it.
Do I own the content?
Every word, every image, every video. Yours.
Which plan should I pick?
Weekly and monthly deliver one post a day; annual delivers two. A post is a carousel or a short video. Everything else is included on every plan. Weekly is $9 for your first week and $29 a week after that. Monthly is $99. Annual is $999, which works out to about $83 a month. Start on whichever suits you; you can switch or cancel any time.
Cancel anytime?
Anytime. One click. We'll be sad. We won't make it hard.